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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,481 | $126,661-18.3% | $113,397-8.7% | $138,895-25.5% |
| Participation rate | 31.8% | 79.4%-47.6pp | 76.5%-44.7pp | 79.9%-48.1pp |
| Annual return | 11.15% | 25.05%-13.9pp | 23.20%-12.1pp | 145.39%-134.2pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,202 | $5,693-61.3% | $5,076-56.6% | $6,396-65.6% |
| Admin fee / account holder | $7,726 | $14,549-46.9% | $11,957-35.4% | $12,562-38.5% |